WealthFeed

New York, New York, USA · ≈11 employees · wealthfeed.com

WealthFeed is a financial technology company based in New York, founded in 2023. It serves as an AI-powered growth engine for financial advisors, focusing on client acquisition and retention through its "Money-in-Motion" platform. The company aims to empower financial advisors and insurance agents by helping them identify high-net-worth prospects experiencing significant financial events. The Money-in-Motion platform is a SaaS solution that utilizes advanced AI and big data analytics to track real-time financial occurrences. Key features include a robust data feed for prospect discovery, tools for enriching prospect data, continuous client monitoring, automated outreach for engagement, and analytics on life events that signal potential client needs. WealthFeed primarily targets financial services professionals, including financial advisors, insurance agents, and tax advisors, and has partnered with Broadridge to expand its reach within the advisor ecosystem.